CloudBlue PSA Promo Code

CloudBlue PSA features

• Project management

  CloudBlue PSA provides comprehensive project management tools to streamline operations and improve productivity

• Time and expense tracking

  The software offers time and expense tracking features, allowing businesses to monitor project performance and financial data in real time.

• Billing and invoicing

  CloudBlue PSA includes billing and invoicing capabilities, enabling smooth financial operations.

• Resource management

  The software provides resource management features, helping businesses to efficiently allocate resources and optimize service delivery.

• Business intelligence

  CloudBlue PSA provides business intelligence tools, offering valuable insights that enable businesses to make informed decisions.

• Martinez

  Adaptable and Robust APIs with CloudBlue PSA

  The integration of Salesforce and ServiceMax didn't meet our needs, forcing us to conduct many processes outside the system and resulting in lost valuable information. Whenever we faced a problem, we had to gather all the facts before addressing the necessary questions to resolve issues, as all information was scattered. However, with Harmony, we can manage multiple quotes, despite our unique sales process, and all this information is readily available without manual input into Salesforce. We appreciate the ease of configuring this to our workflow without altering our business model to suit the product, and the ability to use the APIs. However, there are limitations in customizing screens for end-users, which can confuse some employees when faced with fields and choices they don't use. We chose CloudBlue PSA because its service desk workflows were superior to all others. The API calls demonstrated that the code is modern and efficient, which is crucial for us as we need the ability to make API calls.

  April 27, 2024

• Hannah Jones

  CloudBlue PSA: Exceptional Business Process Management Tool

  I have found CloudBlue PSA to be an exceptional tool for managing my business processes

  April 21, 2024

• Hollis

  HarmonyPSA: A Modern, Agile PSA with Comprehensive Features and Excellent Support

  I use HarmonyPSA for Managed IT services and it fulfills all our needs including CRM, service desk, sales, purchasing, billing, invoicing, and asset management. After two decades of using in-house solutions, we finally found a third-party solution that meets all our requirements. HarmonyPSA is the only PSA that met our needs for a modern, powerful service desk. Most other PSA solutions were ruled out because they didn't support HTML in ticket comments. HarmonyPSA uses modern technology and a responsive web design, making it compatible with all devices and screen sizes. Their contract management handles all our recurring billing, including edge cases. The sales, quoting, and purchasing features are flexible and have plenty of approval and release stages to facilitate an organized workflow and delegation of duties among our team. Dynamic URL links and editable HTML templates allow for customization and integrations. Despite having a small team, their staff is very knowledgeable about the product.

  April 16, 2024

• Kenneth E

  Innovative, Adaptable, and Tailored: HarmonyPSA Stands Unrivaled in the Market

  I chose HarmonyPSA, a fully featured and well-supported PSA software, for my team after extensive research to find the best solution for our unique needs. We were attracted to HarmonyPSA for various reasons and decided to migrate to it. The migration process was challenging, but Harmony's systems facilitated easy upload and their support team was with us throughout. This was impressive given the significant time difference as we are based in Canada. Since switching to HarmonyPSA, we've experienced significant time savings and improved workflow. The innovative culture of Team Datalogic has introduced industry-leading features like kanban boards. The integrated board functionalities have greatly improved our processes and we look forward to more new features and installments. HarmonyPSA is also flexible. The ability to backtrack or download almost anything in .CSV format is a fantastic feature. The customization possibilities are endless!

  April 16, 2024

CloudBlue PSA: Pros & Cons

Why is CloudBlue PSA better than other Business Process Management software?